Project management

Calendar

The Home landing page. A month grid of everything scheduled across the workspace: tasks with due dates and your team's time-off (approved leave shows on the days it covers). Use the search field to filter the calendar, step between months, or create items in place with quick actions.

Inbox

A unified notification feed with a split reading pane. Everything that needs your attention lands here — including time-off requests and notifications sent by your automations. Open an item on the left to act on it in the detail pane.

Tasks

Workspace-wide task management. Every task carries an assignee, a due date, and a priority; tasks also live inside spaces and projects, and deals have their own task lists.

• Private tasks — mark a task private and it is restricted to the people on it. Private tasks are marked with a lock and a hatched pattern everywhere they appear.
• Quick-add — create tasks from anywhere with ⌘K; they appear in lists immediately.
• Automation-aware — task events (created, completed, overdue, reassigned) can trigger automations.

Automations

A no-code builder for workspace automations: pick a trigger, optionally add conditions, then stack one or more actions. Message fields support tokens like {{task.name}} or {{task.assignee}} that fill in from the triggering record.

Triggers

• When a task is created, completed, becomes overdue, or is reassigned
• When a deal changes stage, or has been stagnant for a set number of days
• When a leave request is submitted
• On a schedule — daily, weekly, or monthly at a set time

Actions

• Create task — insert a new task with a name, space, assignee, and a due date relative to now
• Send Slack message — post to a channel or DM a member (requires the Slack integration)
• Send in-app notification — deliver a notification to the Inbox
• Assign user to task — update the assignee on the triggering task
• Trigger Zapier Zap — POST the event to a Zapier webhook, connecting your automations to 6,000+ apps

A built-in team member onboarding automation can welcome new members automatically. Sales-specific automation (campaign activity moving deals between stages) is covered under Outreach & campaigns.

Spaces & projects

A space is a client's home in Kyo. Everything about that client lives together: their Slack channels, meeting notes, strategy docs, and progress updates, alongside the work itself.

• Overview — each space has an overview page that gathers the client's context and latest updates in one view.
• Projects — spaces contain projects, created straight from the sidebar; each project has its own page and task list.
• All tasks — a space-wide task view collects every task across the space's projects.
• Sharing — spaces can be shared externally via a tokenised public link, so clients can follow along without a Kyo account.